seller-profile

Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

3104513339

Connect with Andrew

General Information

Firm Start Year

Compliance

Qualifications & Membership

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

https://bit.ly/Eddy_Financial_ADV_2A_Brochure

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1888675/rothira-Eddy-Financial,-LLC-detailed-disclosure.html

Disclaimer

https://www.eddyfinancial.com/disclaimer/wiseradvisor

Advisory services offered through Eddy Financial, LLC, Registered Investment Adviser. 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401. Advisory services are only offered to clients or prospective clients where Eddy Financial, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Eddy Financial, LLC unless a client service agreement is in place. Eddy Financial, LLC is not a licensed insurance entity. Insurance services are offered through Andrew Eddy, an individually licensed life insurance agent in the state of California. Andrew Eddy's California Insurance License is 0K02163.